Level Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$745K	Buy	28,120 +149	+0.5%	+$3.95K	0.43%	23
2025 Q1	$782K	Buy	27,971 +135	+0.5%	+$3.78K	0.51%	18
2024 Q4	$760K	Buy	+27,836	New	+$760K	0.54%	18